A broader view.
A personal connection.
Tax expertise and a finance perspective, grounded in careful work and clear communication.
Understanding the numbers.
And the context behind them.
Daniel Miller’s background spans tax compliance, tax planning, corporate finance, financial planning and analysis, and strategic planning. That combination informs an approach that considers both the immediate filing requirements and the wider financial picture.
A CPA since 2012, Daniel earned his MBA with a finance focus from Northwestern University’s Kellogg School of Management in 2019.
His experience includes individuals, business owners, partnerships, corporations, trusts, and estates, with familiarity in investment reporting, equity compensation, and multistate tax matters.
Local roots. Thoughtful relationships.
Based in Teaneck, Daniel values relationships built on trust, understandable advice, and an organized process. When useful and authorized, coordination with financial advisors and attorneys helps keep the tax work connected to the client’s broader needs.